SBA Loans for Insurance Agencies and Brokerages in California: Top Lenders
NAICS 524NAICS 524 covers insurance agencies and brokerages businesses in California. Based on historical SBA 7(a) lending data.
Total Approvals
79
in California
Median Loan Size
$250,000
per approval
Recent Activity
8
last 90 days through Dec 2025
NAICS 524 covers insurance agencies and brokerages businesses. This is a smaller category in SBA 7(a) lending with 79 approvals on record and a median loan size of $250,000.
Key trends & insights
- U.s. Bank, National Association leads this industry with 12 approvals (20% market share) and a median loan of $282,750.
Most active SBA lenders for Insurance Agencies and Brokerages in California
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 12 | $282,750 | |
| 2 | 6 | $102,500 | |
| 3 | 5 | $250,000 | |
| 4 | 5 | $559,000 | |
| 5 | 4 | $140,000 | |
| 6 | 3 | $145,000 | |
| 7 | 3 | $50,000 | |
| 8 | 3 | $95,000 | |
| 9 | 2 | $150,000 | |
| 10 | 2 | $121,500 | |
| 11 | 2 | $2,117,850 | |
| 12 | 2 | $150,000 | |
| 13 | 2 | $279,000 | |
| 14 | 2 | $91,950 | |
| 15 | 2 | $450,000 | |
| 16 | 2 | $150,000 | |
| 17 | 1 | $1,743,000 | |
| 18 | 1 | $977,800 | |
| 19 | 1 | $4,550,000 | |
| 20 | 1 | $330,000 |
Recent SBA 7(a) approvals for Insurance Agencies and Brokerages in California
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-12 | CenTrust Bank, A Division of SmartBiz Bank National Associat | Wil*****nc. | RIVERSIDE, CA | $150,000 |
| 2025-12 | AMPAC Tri-State CDC, Inc. | Sra*****ncy | SAN DIEGO, CA | $50,000 |
| 2025-11 | Readycap Lending, LLC | Par*****ers | Calabasas, CA | $350,000 |
| 2025-11 | Northeast Bank | Wea*****LLC | San Rafael, CA | $50,000 |
| 2025-11 | U.S. Bank, National Association | JJW*****LLC | COLTON, CA | $50,000 |
| 2025-11 | First Bank of Central Ohio | RAD*****NC. | SACRAMENTO, CA | $682,000 |
| 2025-09 | Bank of America, National Association | Sou*****nc. | FONTANA, CA | $413,000 |
| 2025-09 | Northeast Bank | THE*****INC | Murrieta, CA | $350,000 |
| 2025-08 | United Pacific Bank | Jie*****Inc | CHINO, CA | $340,000 |
| 2025-08 | Northeast Bank | DAL*****NC. | SAN DIEGO, CA | $50,000 |
| 2025-08 | Newtek Bank, National Association | Enc*****LLC | Irvine, CA | $250,000 |
| 2025-08 | Centerstone SBA Lending, Inc. | Bin*****ncy | STOCKTON, CA | $126,000 |
| 2025-08 | CalPrivate Bank | Amb*****LLC | SUN VALLEY, CA | $1,215,000 |
| 2025-08 | Centerstone SBA Lending, Inc. | Bin*****ncy | STOCKTON, CA | $542,000 |
| 2025-08 | U.S. Bank, National Association | ADV*****NCE | ANAHEIM, CA | $75,000 |
| 2025-08 | Summit State Bank | PRI*****INC | SAN FERNANDO, CA | $900,000 |
| 2025-08 | Lendistry SBLC, LLC | FRE*****NC. | Irvine, CA | $350,000 |
| 2025-08 | CenTrust Bank, A Division of SmartBiz Bank National Associat | MDJ*****LLC | INGLEWOOD, CA | $150,000 |
| 2025-07 | Integro Bank | Kod*****nc. | LA MESA, CA | $245,000 |
| 2025-07 | BayFirst National Bank | Tho*****lli | WEST HILLS, CA | $235,000 |
| 2025-07 | BayFirst National Bank | AND*****NCY | VAN NUYS, CA | $150,000 |
| 2025-07 | Byline Bank | Fel*****LLC | SAN FRANCISCO, CA | $3,360,000 |
| 2025-07 | Community Bank of Santa Maria | And*****nc. | Santa Maria, CA | $234,100 |
| 2025-06 | Bank of America, National Association | ANC*****NC. | CARLSBAD, CA | $200,000 |
| 2025-06 | United Pacific Bank | Jie*****Inc | CHINO, CA | $350,000 |
| 2025-06 | Stone Bank | Nov*****nc. | NOVATO, CA | $150,000 |
| 2025-05 | Lendistry SBLC, LLC | MAR*****NC. | Redlands, CA | $102,700 |
| 2025-05 | U.S. Bank, National Association | Blu*****LLC | ROHNERT PARK, CA | $300,000 |
| 2025-05 | United Midwest Savings Bank National Association | Nor*****LLC | TURLOCK, CA | $475,000 |
| 2025-04 | U.S. Bank, National Association | Red*****LLC | RANCHO CUCAMONGA, CA | $1,657,500 |
| 2025-04 | Newtek Bank, National Association | Woo*****nc. | Yuba City, CA | $175,000 |
| 2025-04 | Newtek Bank, National Association | Cox*****ion | MURRIETA, CA | $49,000 |
| 2025-04 | JPMorgan Chase Bank, National Association | Ame*****ncy | YUBA CITY, CA | $300,000 |
| 2025-04 | Newtek Bank, National Association | MIL*****LLC | Los Angeles, CA | $55,000 |
| 2025-03 | Zions Bank, A Division of | Pal*****inc | VENTURA, CA | $150,000 |
| 2025-03 | U.S. Bank, National Association | GAR*****UMR | RIVERSIDE, CA | $50,000 |
| 2025-03 | United Midwest Savings Bank National Association | Zei*****nc. | BURBANK, CA | $888,000 |
| 2025-03 | United Midwest Savings Bank National Association | Cho*****Inc | DANA POINT, CA | $720,000 |
| 2025-03 | First Bank | Dav*****ncy | AGOURA HILLS, CA | $50,000 |
| 2025-03 | AMPAC Tri-State CDC, Inc. | Ram*****zar | EL CENTRO, CA | $15,000 |
| 2025-03 | Northeast Bank | MIL*****LLC | Los Angeles, CA | $50,000 |
| 2025-02 | Northeast Bank | Wen*****ncy | REDDING, CA | $100,000 |
| 2025-02 | Northeast Bank | Zeh****LLC | Concord, CA | $45,000 |
| 2025-02 | Live Oak Banking Company | Bea*****nc. | CARLSBAD, CA | $425,000 |
| 2025-02 | Northeast Bank | Bea*****Inc | Novato, CA | $42,000 |
| 2025-02 | Readycap Lending, LLC | Eri*****iaz | CARLSBAD, CA | $129,000 |
| 2025-02 | Northeast Bank | Hag*****ian | Glendale, CA | $109,400 |
| 2025-02 | Capital One, National Association | Gar*****nc. | BREA, CA | $300,000 |
| 2025-01 | Celtic Bank Corporation | Pei*****ang | MILPITAS, CA | $150,000 |
| 2025-01 | Northeast Bank | MDJ*****LLC | Inglewood, CA | $200,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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